10/15/2026
Your yearly review is a chance to catch more than Medicare changes.
While you have your coverage out on the table, it's a good moment to look at the rest of the picture. Check whether the beneficiaries on your life insurance are still current, whether your auto policy reflects the vehicles you drive now, and whether your home or household has changed this year.
When you schedule your Medicare review, ask us to include a broader look at your life, auto, home, and annuities. Email us at [email protected] to set it up.